Integrated Financial Strategies, LLC

Kenneth Miller is a financial advisor with Integrated Financial Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Integrated Financial Strategies since 2015 and also operates Miller Financial Inc., an insurance agency focusing on life, health, and group insurance sales. Integrated Financial Strategies is a registered investment adviser serving individual clients, corporations, and business entities with portfolio management, retirement income planning, and financial planning services. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios and offers both discretionary and non-discretionary management alongside web-based consulting and wrap fee programs.

Philip Miller is a financial advisor at Prosperity Wealth Management, Inc. in Concord, NC, with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Fortune Financial Services, Integrated Financial Strategies, and his own Miller Insurance & Financial Services. Miller also has an outside insurance appointment and performs fee-based advisory work through Integrated Financial Group. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm manages approximately $442 million for around 1,600 clients and employs a multi-method investment process with ongoing oversight of recommended managers.

Roy Mattox is a financial advisor at Integrated Financial Strategies, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Uwharrie Investment Advisors and Darvas Investment Management LLC. Prior to his advisory roles, he was a self-employed trader for 18 years. Integrated Financial Strategies serves individual clients, corporations, and business entities with portfolio management, retirement income planning, and financial planning services. The firm employs a combination of fundamental, technical, and charting analysis to create diversified portfolios, offering both discretionary and non-discretionary management.

Wesley Mattox is a CFA® charterholder with six years of industry experience. He is currently with Prosperity Wealth Management, Inc. and has previously worked at Integrated Financial Strategies, Wolfe Research Advisors, Wolfe Research, and Evaluserve. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million for about 1,600 clients and focuses on tailored portfolio supervision using multiple methods of analysis and ongoing oversight of third-party managers.

Kelly Burke is an investment advisor at Prosperity Wealth Management, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fortune Financial Services, Inc. and Financial Planning Services, Inc. Outside of her role at Prosperity, she is owner and president of Integrated Financial Strategies, LLC, an independent investment advisory firm. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for about 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews, using multiple methods of analysis and oversight of third-party managers.